PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.41%
14,346
+3,756
77
$1.83M 0.41%
32,805
-267
78
$1.83M 0.41%
66,294
-43,045
79
$1.76M 0.4%
23,914
-1,383
80
$1.67M 0.38%
32,011
+93
81
$1.66M 0.37%
43,194
+142
82
$1.66M 0.37%
36,609
+168
83
$1.63M 0.37%
47,571
+244
84
$1.61M 0.36%
66,126
+35,034
85
$1.58M 0.36%
23,555
-595
86
$1.58M 0.36%
28,143
+1,000
87
$1.57M 0.35%
22,664
-1,426
88
$1.57M 0.35%
20,265
-501
89
$1.54M 0.35%
27,101
90
$1.51M 0.34%
23,680
-801
91
$1.49M 0.34%
31,548
-868
92
$1.48M 0.33%
26,062
-1,045
93
$1.44M 0.32%
10,701
94
$1.44M 0.32%
9,343
95
$1.42M 0.32%
39,826
96
$1.39M 0.31%
51,298
-2,470
97
$1.39M 0.31%
17,171
+69
98
$1.38M 0.31%
20,882
99
$1.36M 0.31%
26,985
+14,353
100
$1.32M 0.3%
44,258
2 3
4
5 6